Client Login

This link is for our existing clients and will bring you to Ameritrade’s Advisor Client login page. With active login credentials, you will be able to access your accounts held at Ameritrade, view statements, and access communications from Ameritrade.

Investor Experience: This link will give existing clients access to accounts held at Ameritrade and assets outside of Ameritrade under PIC management. You will be able to view combined asset totals, combined account performance, communications, and generate real time reports.